MinichMacGregor Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,768
| Closed | -$229K | – | 122 |
|
|
2020
Q1 | $229K | Buy |
+3,768
| New | +$229K | 0.21% | 75 |
|
|
2019
Q1 | – | Sell |
-7,130
| Closed | -$506K | – | 121 |
|
|
2018
Q4 | $506K | Buy |
+7,130
| New | +$506K | 0.35% | 64 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$15K | – | 566 |
|
|
2017
Q4 | $15K | Buy |
+200
| New | +$15K | 0.01% | 249 |
|